Concurrent Investment Advisors’s Invesco Equal Weight 0-30 Year Treasury ETF GOVI Stock Holding History

Concurrent Investment Advisors’s Portfolio GOVI Stock Details GOVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.58M	Buy	168,010 +16,683	+11%	+$461K	0.05%	375
2025 Q4	$4.17M	Sell	151,327 -15,511	-9%	-$432K	0.05%	369
2025 Q3	$4.63M	Sell	166,838 -19,788	-11%	-$542K	0.08%	259
2025 Q2	$5.13M	Buy	186,626 +18,790	+11%	+$511K	0.1%	214
2025 Q1	$4.67M	Buy	167,836 +23,958	+17%	+$656K	0.11%	200
2024 Q4	$3.89M	Buy	143,878 +54,133	+60%	+$1.51M	0.1%	200
2024 Q3	$2.61M	Buy	89,745 +35,038	+64%	+$1M	0.08%	246
2024 Q2	$1.51M	Buy	54,707 +42,546	+350%	+$1.17M	0.05%	345
2024 Q1	$341K	Buy	+12,161	New	+$342K	0.01%	644

Other funds holding GOVI

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PBF

Petix & Botte Financial La Mesa, California $449M AUM 12.65% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Scarborough Advisors Annapolis, Maryland $914M AUM 17.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SIA

Spectrum Investment Advisors Mequon, Wisconsin $201M AUM 15.42% 1-Year Est. Return

Concurrent Investment Advisors's GOVI Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) stake by 11% in Q1 2026, buying an estimated $461K and bringing the position to 168,010 shares worth $4.58M. The position accounts for 0.05% of the portfolio, ranked #375.

Concurrent Investment Advisors first reported a position in GOVI in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.13M in Q2 2025. 77 funds tracked by Wall St. Rank hold GOVI as of Q1 2026.

Concurrent Investment Advisors held 168,010 shares of Invesco Equal Weight 0-30 Year Treasury ETF worth $4.58M as of Q1 2026.
Concurrent Investment Advisors bought 16,683 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q1 2026, an estimated $461K.
Invesco Equal Weight 0-30 Year Treasury ETF made up 0.05% of Concurrent Investment Advisors's portfolio in Q1 2026, its #375 holding.
Concurrent Investment Advisors first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q1 2024 and has held it in 9 quarters since.
Concurrent Investment Advisors's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $5.13M in Q2 2025.
77 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.